+216.7%
CTVA vs EQX
+207.4%
+9.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -0.8% |
| 7D | -4.5% | -3.2% | -1.3% | -4.3% |
| 30D | +11.3% | +7.8% | +3.6% | +10.7% |
| 3M | +12.3% | +21.3% | -9.0% | +10.7% |
| 6M | +7.2% | -22.4% | +29.6% | +8.2% |
| YTD | +26.0% | -11.3% | +37.3% | +25.9% |
| 1Y | +16.0% | +13.5% | +2.5% | +13.9% |
| 3Y | +73.9% | +162.1% | -88.2% | +59.3% |
| 5Y | +103.8% | +84.2% | +19.6% | +85.9% |
| All | +216.7% | +207.4% | +9.3% | +299.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded EQX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling